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Vanguard Total Bond Market
BND

Overview Fund Activity

569 hedge funds and large institutions have $22.7B invested in Vanguard Total Bond Market in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 285 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+4
Holders Change %
+0.71%
% of All Funds
14.21%
Holding in Top 10
108
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.86%
% of All Funds
2.7%
New
53
Increased
285
Reduced
172
Closed
41
Calls
$713K
Puts
$2.11M
Net Calls
-$1.4M
Net Calls Change
-$2.09M

Top Buyers

1
LPL Financial
LPL Financial
California
+$748M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$308M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$165M
4
TC
Toews Corporation
New Jersey
+$109M
5
SEI Investments
SEI Investments
Pennsylvania
+$65.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$315M
2
WIM
Windhaven Investment Management
Massachusetts
-$249M
3
USAA
United Services Automobile Association
Texas
-$42.4M
4
Morgan Stanley
Morgan Stanley
New York
-$25.9M
5
MFRM
Milliman Financial Risk Management
Illinois
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
326
Sequoia Financial Advisors
Ohio
$1.01M -$86.1K -1,052 -8%
PMFA
327
Plante Moran Financial Advisors
Michigan
$1.01M -$50.3K -615 -5%
ANBT
328
American National Bank & Trust
Texas
$1M +$63.2K +772 +7%
DCM
329
Dimension Capital Management
Florida
$983K +$983K +12,008 New
CSIC
330
Clifford Swan Investment Counsel
California
$975K – – –
PCMC
331
Paragon Capital Management (Colorado)
Colorado
$972K +$332K +4,062 +52%
TI
332
Truepoint Inc
Ohio
$969K +$98.8K +1,207 +11%
FWP
333
FAS Wealth Partners
Kansas
$953K -$14.5K -177 -1%
TTWM
334
TCV Trust & Wealth Management
Virginia
$949K – – –
ZF
335
Zhang Financial
Michigan
$941K +$4.97K +61 +0.5%
PP
336
Prudential plc
United Kingdom
$940K +$139K +1,700 +17%
TRCT
337
Tower Research Capital (TRC)
New York
$938K -$419K -5,123 -31%
MAS
338
Managed Account Services
Florida
$937K -$7.86K -96 -0.8%
SGCA
339
Steel Grove Capital Advisors
Tennessee
$936K +$2.46K +30 +0.3%
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$924K +$193K +2,375 +26%
WPIC
341
White Pine Investment Company
Michigan
$901K +$178K +2,175 +25%
DSC
342
Duncker Streett & Co
Missouri
$897K -$321K -3,920 -26%
BAM
343
Bruderman Asset Management
New York
$884K +$884K +10,799 New
CTA
344
Chesley Taft & Associates
Illinois
$879K – – –
Neuberger Berman Group
345
Neuberger Berman Group
New York
$879K +$15.8K +193 +2%
ATC
346
Adirondack Trust Company
New York
$872K – – –
BWM
347
Bernicke Wealth Management
Wisconsin
$867K -$83.3K -1,018 -9%
IFWM
348
Institute for Wealth Management
Colorado
$846K +$846K +10,306 New
KeyBank National Association
349
KeyBank National Association
Ohio
$837K -$78.9K -964 -9%
CWM
350
Connecticut Wealth Management
Connecticut
$826K -$517K -6,351 -38%
12 13
14
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